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Portfolio (Quarterly) Guide ↗

DecisionPoint Financial, LLC

· CIK 0001938514
13F Portfolio $454M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 727 New
Page 20 of 37  ·  727 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MKSI MKS INC. Technology 8.0 $1K NEW $159.88 +95.9%
382 ATI ATI INC Industrials 11.0 $1K NEW $114.82 +39.7%
383 IVOL KRANESHARES TRUST 65.0 $1K NEW $19.17 -6.0%
384 NTR NUTRIEN LTD Basic Materials 20.0 $1K NEW $61.75 +13.7%
385 TJX TJX COS INC NEW Consumer Cyclical 8.0 $1K NEW $153.62 +3.6%
386 VRSN VERISIGN INC Technology 5.0 $1K NEW $243.00 +24.7%
387 WDC WESTERN DIGITAL CORP Technology 7.0 $1K NEW $172.29 +166.8%
388 CCJ CAMECO CORP Energy 13.0 $1K NEW $91.54 +15.1%
389 AEM AGNICO EAGLE MINES LTD Basic Materials 7.0 $1K NEW $169.57 +4.8%
390 EHC ENCOMPASS HEALTH CORP Healthcare 11.0 $1K NEW $106.18 -1.6%
391 TER TERADYNE INC Technology 6.0 $1K NEW $193.67 +77.8%
392 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2.0 $1K NEW $581.00 -25.4%
393 EWS ISHARES INC 42.0 $1K NEW $27.52 +7.2%
394 EL LAUDER ESTEE COS INC Consumer Defensive 11.0 $1K NEW $104.73 -24.7%
395 LYV LIVE NATION ENTERTAINMENT IN Communication Services 8.0 $1K NEW $142.50 +16.5%
396 GDXJ VANECK ETF TRUST 10.0 $1K NEW $113.80 -1.4%
397 NFG NATIONAL FUEL GAS CO Energy 14.0 $1K NEW $80.07 +1.5%
398 MRSH MARSH & MCLENNAN COS INC Financial Services 6.0 $1K NEW $185.67 -11.1%
399 MIR MIRION TECHNOLOGIES INC Industrials 47.0 $1K NEW $23.43 -24.8%
400 WST WEST PHARMACEUTICAL SVSC INC Healthcare 4.0 $1K NEW $275.25 +11.0%
Page 20 of 37  ·  727 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.3%
Technology 23.5%
Consumer Cyclical 8.6%
Industrials 4.4%
Communication Services 3.3%
Healthcare 2.3%
Energy 1.5%
Consumer Defensive 0.4%
Utilities 0.3%
Basic Materials 0.2%